Wellington Management Group
MGV icon

Wellington Management Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wellington Management Group’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-334,920
Closed -$46.1M – 2015
2025
Q3 		$46.1M Buy
+334,920
New +$44.8M 0.01% 752

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Morgan Stanley
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Ameriprise
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group's MGV Position: Q4 2025 in Review

Wellington Management Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2025, closing a stake of 334,920 shares — an estimated $46.1M sold.

Wellington Management Group first reported a position in MGV in Q3 2025 and held it in 1 quarter. The position peaked at $46.1M in Q3 2025. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Wellington Management Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 334,920 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $46.1M.
  • Wellington Management Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $46.1M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.